See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,062 | $98,750+47.9% | $149,696-2.4% | $79,858+82.9% |
| Participation rate | 89.4% | 75.8%+13.6pp | 82.5%+6.9pp | 69.6%+19.8pp |
| Annual return | 76.25% | 27.43%+48.8pp | 276.60%-200.3pp | 31.71%+44.5pp |
| Employer contribution / active EE | $250 | $3,216-92.2% | $4,644-94.6% | $2,471-89.9% |
| Participant deferral / active EE | $2,152 | $5,680-62.1% | $6,842-68.5% | $3,740-42.5% |
| Admin fee / account holder | $20,182 | $6,053+233.4% | $9,309+116.8% | $5,306+280.3% |